See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,948 | $73,933+77.1% | $96,683+35.4% | $75,163+74.2% |
| Participation rate | 81.5% | 66.4%+15.1pp | 74.3%+7.1pp | 67.2%+14.3pp |
| Annual return | 18.25% | 26.70%-8.5pp | 35.69%-17.4pp | 160.62%-142.4pp |
| Employer contribution / active EE | $3,313 | $2,928+13.2% | $3,737-11.3% | $2,670+24.1% |
| Participant deferral / active EE | $8,221 | $3,659+124.7% | $4,878+68.5% | $4,125+99.3% |
| Admin fee / account holder | $816 | $5,216-84.4% | $6,730-87.9% | $5,651-85.6% |